Etai Groff is a financial advisor with Delos Private Client Group, LLC in Dallas, TX, holding a Series 65 credential and three years of industry experience. His prior work includes roles at Delos Wealth Advisors, Waldron Private Wealth, Northwestern Mutual, and Mercedes Advisors LLC. Delos Private Client Group provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, pension plans, and charitable organizations. The firm offers an Institutional Research subscription delivering macroeconomic commentary and asset-allocation recommendations for wealth advisors, hedge funds, pensions, foundations, and family offices.

Ariana Marek is a financial advisor at Beacon Financial Group in Dallas, TX, with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and Apex Fintech Solutions prior to joining Beacon Retirement Planning Services Inc. Ariana’s background includes roles in both financial services and education. Beacon Financial Group provides wealth management, financial planning, and retirement and trust consulting to individuals, high-net-worth clients, and institutions. The firm employs a combination of fundamental, technical, and cyclical analysis to customize portfolios according to client goals and risk tolerance.

Carson Wright is a CFP® professional with one year of industry experience, currently serving at Cypress Point Wealth Management, LLC since 2022. Based in Dallas, TX, he is part of a four-advisor team. Prior to joining Cypress Point, he was a student from 2013 to 2022. Cypress Point Wealth Management serves high-net-worth individuals, families, trusts, and family office clients, offering financial planning, discretionary investment management, family office services, and private fund-related advisory and administrative services. The firm employs a long-term, low-turnover investment approach focused on diversified, balanced portfolios with an emphasis on asset allocation, tax efficiency, and the use of independent managers and private funds.

Nathan Hilliard is a CFP® professional at Moss, Luse & Womble, LLC with approximately 9 years of experience. His background includes roles at PricewaterhouseCoopers and Level Legal prior to joining Moss, Luse & Womble in 2026. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, employing a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and offering additional accounting and payroll services.

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Craig Hodges is a financial advisor with First Dallas Securities Incorporated and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including 37 years with First Dallas Securities and 28 years running Hodges Capital Management Inc. Hodges serves on the board of a privately held technology company and participates in local nonprofit organizations including the YMCA of Metropolitan Dallas Investment Foundation Committee and the North Texas Crime Commission. First Dallas Securities serves individual, high-net-worth, and institutional clients through discretionary portfolio management and related advisory services. The firm emphasizes domestic equity securities and employs a combination of fundamental and technical analysis to guide investment decisions.

Justin Elovitz is a financial advisor at Lemnis Capital in Richardson, TX, holding a Series 66 license with one year of industry experience. His prior work includes roles at Innovation Partners LLC, Equitable Advisors, and SCH Advisors. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and institutional clients, utilizing both discretionary and non-discretionary portfolio management along with subscription-based financial planning memberships. The firm employs third-party platforms and strategists to deliver specialized investment strategies and offers structured subscription memberships with education and decision support.

Lynn Hebert is a CFP®-designated financial advisor at Perryman Financial Advisory, Inc. in Dallas, TX, with four years of industry experience. Prior to joining Perryman, Hebert worked for eight years at Lufkin Independent School District. Perryman Financial Advisory, Inc. is an SEC-registered investment adviser with a six-advisor team managing approximately $796 million for individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis alongside ongoing portfolio monitoring and rebalancing.

Cameron Teel is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Moss, Luse & Womble, LLC in Plano, TX. His prior experience includes roles at Howard, LLP and BKD, LLP. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary risk-profile investment models and fundamental analysis to manage discretionary client portfolios.

Jane Murphy is a financial advisor at Tandem Wealth Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with six years at Tandem and a total of 16 years in the industry. Prior to joining Tandem, she spent ten years at Acceleration Retirement LLC. She is a 50% owner of Acceleration Retirement LLC, where she is involved in lead generation and consulting. Tandem Wealth Advisors is an employee-owned SEC-registered investment adviser that provides discretionary investment management and financial planning to individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combined top-down and bottom-up research approach to build diversified portfolios emphasizing ETFs, individual equities, and investment-grade fixed income.

Ian Fritz is a financial advisor at Castleview Partners, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Fisher Investments. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, offering both discretionary portfolio management and access to third-party money managers. The firm uses a combination of internally managed models, third-party model marketplaces, and direct holdings, supported by its aiAlpha platform which delivers operational and trading services to Castleview-managed and external accounts.

Ryan Wood is a CFP® with 15 years of industry experience. He is currently with Lemnis Capital and Innovation Partners LLC, having previously worked at Equitable Advisors and Axa Advisors, LLC. Lemnis Capital provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, and other business and institutional clients. The firm offers discretionary and non-discretionary portfolio management using model portfolios and customized allocations, along with subscription-based financial planning memberships and retirement plan consulting.

Ryan Ferguson is a CFP® professional with 16 years of industry experience, currently serving at Insight Wealth Partners in Plano, TX. He has been with the firm since 2010. Outside of his advisory role, Ferguson is a partner at Ferguson Group, LLC, where he prepares a limited number of tax returns, and he is involved in commercial real estate management as the managing member of 3333 Premier Properties, LLC. Insight Wealth Partners provides asset management, comprehensive financial planning, pension consulting, and referrals to third-party money managers for a diverse client base including individuals, families, trusts, corporations, and retirement plan sponsors. The firm uses a multi-advisor team approach and employs investment strategies that combine both strategic and tactical asset allocation with fundamental and technical analysis.

John Hea is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Ackerman Capital Management in Dallas, TX since 2010. He is also the managing member of AMONKEYS, LLC, a marketing business where he designs logos and apparel sold through his fishing club. Ackerman Capital Management provides investment advisory services to individuals, families, charitable entities, corporations, and retirement plans through separately managed accounts and pooled investment vehicles. The firm employs written investment policies and typically uses exchange-traded funds and no-load mutual funds, while also sponsoring private investment partnerships that include municipal fund exposures and multi-strategy digital-asset funds.

Michael Lowe is a financial advisor at Insight Wealth Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insight Wealth Partners since 2010. Outside of his advisory role, he manages commercial real estate through 3333 Premier Properties, LLC and owns a ranching operation at Red Arrow Ranch, LLC. Insight Wealth Partners serves individuals, trusts, retirement plans, and businesses, offering financial planning, portfolio management, and pension consulting. The firm utilizes a strategic investment approach combining Modern Portfolio Theory with tactical asset allocation and a Synthetic Equity Portfolio strategy, and it provides ongoing oversight and due diligence for client accounts.

Julianne Hoerman is a financial advisor with Nexus One Financial Advisors LLC in Plano, TX. She holds a Series 65 designation and has been in the financial advisory industry since 2023. Prior to entering finance, she spent over a decade with Rodan + Fields Dermatologist and two decades with Shaklee. Nexus One Financial Advisors LLC is an SEC-registered firm serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, using predominantly long-term, customized portfolio strategies that incorporate diversified mutual funds, ETFs, and other investment vehicles.

Robert Felty is a financial advisor with Penn Davis McFarland Inc. in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Penn Davis McFarland since 2012. Penn Davis McFarland is an independent, fee-only investment adviser managing separately managed accounts for individuals, trusts, charitable organizations, and retirement plans, typically on a discretionary basis. The firm’s investment process focuses on fundamental analysis and a long-term orientation, serving primarily high-net-worth clients with relatively concentrated portfolios.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

Brooks Blagg is a financial advisor at Strata Wealth Advisors, LLC in Dallas, TX, holding a Series 65 designation. He has been with Strata since 2025 and has prior experience at Hartmann Taylor Wealth Management and educational roles at Texas A&M University, Memorial High School, and Staley Middle School. Strata Wealth Advisors serves individuals, trusts, estates, and retirement plans through investment management, financial planning, and retirement-plan consulting. The firm employs a fiduciary, tailored approach across various asset classes and utilizes technology, AI controls, and third-party platforms to support portfolio management and client reporting.

Marshall Ozanne is a CFP® professional affiliated with Probity Advisors, Inc., based in Dallas, TX, with 23 years of industry experience. His prior work includes 18 years at Woodbury Financial and roles at Tower Square Securities, Private Client Services, and WSA Affiliates. Ozanne also leads Ozanne Financial Services, LLC, providing insurance product sales and consulting services to RIAs. Probity Advisors, Inc. offers discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a blend of active stock selection, fixed-income management, and ETF-based tactical allocation, using multiple analytical methods and options strategies tailored to client objectives and risk profiles.